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TransUnion
TRU

Overview Fund Activity

388 hedge funds and large institutions have $11.7B invested in TransUnion in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 151 increasing their positions, 135 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
-7
Holders Change %
-1.77%
% of All Funds
6.21%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
47
Increased
151
Reduced
135
Closed
50
Calls
$48.8M
Puts
$28.2M
Net Calls
+$20.6M
Net Calls Change
+$19.7M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$129M
2
PIM
Platinum Investment Management
Australia
$122M
3
Morgan Stanley
Morgan Stanley
New York
$223M
4
Bessemer Group
Bessemer Group
New Jersey
$180M
5
PCM
Palestra Capital Management
New York
$70.7M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$4.74M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$197M
3
Fidelity International
Fidelity International
Bermuda
$42.3M
4
Macquarie Group
Macquarie Group
Australia
$58.9M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$730M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
351
Whittier Trust
California
$5.03K – – –
UCB
352
United Community Bank
South Carolina
$4.97K – – –
GWS
353
Glassman Wealth Services
Virginia
$4.72K -$684 -11 -13%
HNB
354
Huntington National Bank
Ohio
$4.72K +$4.72K +76 New
QL
355
Quarry LP
New York
$4.66K -$15K -242 -76%
AP
356
Arlington Partners
Alabama
$4.66K +$4.66K +75 New
BAM
357
Belpointe Asset Management
Nevada
$4.41K +$932 +15 +27%
SFG
358
Steward Financial Group
Texas
$4K +$3.1K +55 +344%
AWM
359
Atticus Wealth Management
Florida
$3.79K – – –
First Manhattan
360
First Manhattan
New York
$3.42K +$3.42K +55 New
BC
361
Barrett & Company
Rhode Island
$3.11K – – –
BC
362
Bartlett & Co
Ohio
$3K -$3K -45 -50%
BWA
363
BDO Wealth Advisors
Florida
$2.99K – – –
FFA
364
Farther Finance Advisors
California
$2.92K +$2.42K +39 +488%
BCWM
365
Bartlett & Co Wealth Management
Ohio
$2.8K -$2.8K -45 -50%
SC
366
Schubert & Co
Texas
$2.3K +$62 +1 +3%
CFGS
367
Concourse Financial Group Securities
Alabama
$2.11K -$11.1K -178 -84%
CAL
368
Capital Advisors Ltd
Ohio
$2K – – –
GFWA
369
Grey Fox Wealth Advisors
Delaware
$1.99K +$1.99K +32 New
RTL
370
Red Tortoise LLC
Georgia
$1.99K – – –
Fifth Third Bancorp
371
Fifth Third Bancorp
Ohio
$1.49K -$7.33K -118 -83%
TWA
372
TCI Wealth Advisors
Arizona
$1.43K – – –
CFB
373
Cullen/Frost Bankers
Texas
$1.24K – – –
WT
374
Washington Trust
Rhode Island
$1.24K – – –
CCP
375
Carmel Capital Partners
California
$1.24K +$1.24K +20 New
13 14
15
16 17